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EMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES R. GRIFFIN, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. GRIFFIN, INC.
Employer identification number (EIN):941710620
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TAMMI SOUZA2024-10-15
0012022-01-01TAMMI SOUZA2023-07-26
0012021-01-01TAMMI SOUZA2023-02-07
0012020-01-01TAMMI SOUZA2021-06-11
0012019-01-01TAMMI SOUZA2020-06-25
0012018-01-01TAMMI SOUZA2019-07-02
0012017-01-01TAMMI SOUZA2018-07-20 TAMMI SOUZA2018-07-20
0012016-01-01TAMMI SOUZA2017-07-25 TAMMI SOUZA2017-07-25
0012015-01-01TAMMI SOUZA2016-07-22 TAMMI SOUZA2016-07-22
0012014-01-01TAMMI SOUZA2015-07-06 TAMMI SOUZA2015-07-06
0012013-01-01TAMMI SOUZA2014-05-28 TAMMI SOUZA2014-05-28
0012012-01-01TAMMI SOUZA2013-07-19 TAMMI SOUZA2013-07-19
0012011-01-01TAMMI SOUZA2012-07-19 TAMMI SOUZA2012-07-19
0012010-01-01TAMMI SOUZA2011-07-06 TAMMI SOUZA2011-07-06

Plan Statistics for EMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-038
Total number of particpants at end of year2025-10-038
Number of Participants With Account Balances2025-10-038
2024: EMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-158
Total number of particpants at end of year2024-10-158
Number of Participants With Account Balances2024-10-158
2023: EMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC. 2023 401k membership
Total number of particpants at beginning of year2023-02-078
Total number of particpants at end of year2023-02-078
Number of Participants With Account Balances2023-02-078

Financial Data on EMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-030
Total liabilities as of the end of the plan year2025-10-030
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-0310051
Net assets as of the end of the plan year2025-10-031106276
Total assets as of the beginning of the plan year2025-10-03927808
Value of plan covered by a fidelity bond2025-10-03100000
Participant contributions to plan in this plan year2025-10-0324700
Other expenses paid from plan in this plan year2025-10-030
Other contributions to plan in this plan year2025-10-030
Other income to plan in this plan year2025-10-0399716
Plan net income in this plan year2025-10-03178468
Net assets as of the end of the plan year2025-10-031106276
Net assets as of the beginning of the plan year2025-10-03927808
Employer contributions to plan in this plan year2025-10-0364103
Fees paid to broker by Benefit Provider2025-10-03110
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0396
2024 : EMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-158126
Net assets as of the end of the plan year2024-10-15927808
Total assets as of the beginning of the plan year2024-10-15762106
Value of plan covered by a fidelity bond2024-10-15100000
Participant contributions to plan in this plan year2024-10-1524700
Value of participant loans at end of plan year2024-10-154530
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1584165
Plan net income in this plan year2024-10-15165702
Net assets as of the end of the plan year2024-10-15927808
Net assets as of the beginning of the plan year2024-10-15762106
Employer contributions to plan in this plan year2024-10-1564963
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1596
2023 : EMPLOYEE BENEFIT PLAN OF JAMES R. GRIFFIN, INC. 2023 401k financial data
Total transfers to/from plan in this plan year2023-02-070
Total liabilities as of the end of the plan year2023-02-070
Total liabilities as of the beginning of the plan year2023-02-070
Total expenses incurred by plan in this plan year2023-02-078327
Net assets as of the end of the plan year2023-02-07853729
Total assets as of the beginning of the plan year2023-02-07692691
Value of plan covered by a fidelity bond2023-02-07100000
Participant contributions to plan in this plan year2023-02-0725175
Value of participant loans at end of plan year2023-02-0715928
Other expenses paid from plan in this plan year2023-02-0796
Other contributions to plan in this plan year2023-02-075794
Other income to plan in this plan year2023-02-0771519
Plan net income in this plan year2023-02-07161038
Net assets as of the end of the plan year2023-02-07853729
Net assets as of the beginning of the plan year2023-02-07692691
Employer contributions to plan in this plan year2023-02-0766877
Fees paid to broker by Benefit Provider2023-02-07100

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